Plan Snapshot
- Plan Sponsor: S. Clyde Weaver, INC.
- Sponsor EIN: 231552229
- Sponsor Address: 5253 MAIN STREET, EAST PETERSBURG, PA, 175201607
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $8.1M | $64,483 | $244,143 |
| 2023 | 75 | $7.5M | $59,440 | $225,779 |
| 2022 | 71 | $7.7M | $46,841 | $217,194 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $21,798 | — | $21,798 |
| RAYMOND JAMES & ASSOCIATES, INC. | INVESTMENT ADVISOR | — | $11,368 | $11,368 |
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — INVESTMENT ADVISOR
- SIMON LEVER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,166
- Estimated Expense Ratio: 0.408% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,198 | — | $22,198 | — | — |
| 2023 | $20,683 | — | $20,683 | — | — |
| 2022 | $23,335 | — | $23,335 | — | — |